Sum multiple mail merge fields in a single column in Microsoft Word

Before you begin

  • Review the list of available mail merge fields for the template.

Sum multiple mail merge fields

  1. Open the template in Microsoft Word.
  2. Hold the Alt key and press F9 to view the field formats.

    This enables you to view and edit the underlying field syntax.

  3. Place the cursor in the cell where you want the total to appear.
  4. Delete any existing content from the cell to ensure it's ready for the new field.
  5. Hold the CTRL key and press F9 to insert a pair of field braces {}.
    Typing braces manually will not work.
  6. Inside the braces, enter the formula =SUM() and place the cursor inside the parenthesis.
  7. For each merge field that you want to include in the sum, do the following:
    1. Hold the CTRL key and press F9 to insert a pair of field braces {}.
    2. Inside the new braces, enter the merge field in { MERGEFIELD FieldName } format.

      Alternatively, select Insert > Quick Parts > Field > Mail Merge > MERGEFIELD in the Microsoft Word ribbon to insert it. In this case, ensure that the Preserve formatting during updates option is not selected.

    3. After each field, enter a comma outside the braces to separate values, and then repeat the process for additional fields.

    For example:

    { =SUM({ MERGEFIELD Amount1 },{ MERGEFIELD Amount2 },{ MERGEFIELD Amount3 }) }

  8. Hold the Alt key and press F9 to hide the field formats and preview the result.